How can I record an opt-out reason?

It's helpful to be able to keep track of the various reasons that contacts are opt-ed out by agents. With opt-out tags, you’ll be able to tag the lead's reason during the opt-out for future reference for yourself and your agents! The following steps will show you where and how to mark tags as an Opt-Out Reason.

NOTE: In order to create this, you will need Org-Level Administrative access. If you wish to read about Tag visibility and syncing tags with VAN, please go to this article.

Head over to 'Settings', click on 'Tags' and add the tag you which to be your opt out reason.

NOTE: If you have a VAN Integration, you can sync this reason with a VAN Survey Question or Activist Code.

Now, your agents will be able to see and select this tag as an opt-out reason at the moment they opt the lead out: